Private Client Tax Senior

• Standards and professionalism
• Doing work they are proud to put their name to
• Building long‑term client relationships
• Being part of a firm with real momentum and intent

• A firm with clear direction and momentum
• Clients who value advice and relationships
• Colleagues who care about doing things properly
• A culture built on Passion, Trust, Humanity and Honesty
• Genuine opportunity to shape your career as the firm grows

The Role

• Having involvement with and being responsible for obtaining information from clients in relation to tax advisory projects as well as communicating with other service lines, keeping them up to date with progress of the project and dealing with / communicating with third parties
• Assisting the Private Client Team with the provision of advice to clients including Capital Gains Tax, IHT, income tax planning, business restructuring, estates and trusts and stamp duty land tax as appropriate
• Supporting clients with their ongoing compliance needs
• Identifying advisory opportunities from the compliance portfolio
• Supporting senior tax team in dealing with adhoc queries from the wider business 
• Keeping up to date with taxation legislation and identify potential issues, bringing those issues to the attention of the Senior Tax Manager, Tax Director / Tax Partner as appropriate
• Onboarding new clients and being responsible for drafting risk management documentation on all matters

The Candidate

• AAT / ATT qualified as a minimum
• A Full UK Driving Licence (Desirable)
• Practical knowledge of Private Client Tax
• Experience of dealing directly with clients and ensuring they receive an outstanding level of service 
• Excellent communication skills (in both verbal and written form) as they will need to be able to deal directly with clients and colleagues within other service lines across the firm

The Benefits

• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
• Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
• Smart Working Policy, giving you the ability to balance home and remote working
• Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
• Employee Assistance Programme (24/7 confidential support for wellbeing and health)
• Paid flu jabs and eye tests
• Introductory Commission Scheme (financial reward if you refer a new client)
• Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
• Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
• Paid professional membership fees